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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,691 | $86,949-44.0% | $102,460-52.5% | $80,959-39.9% |
| Participation rate | 71.4% | 72.4%-1.0pp | 76.5%-5.1pp | 67.7%+3.8pp |
| Annual return | 7.40% | 18.89%-11.5pp | 29.47%-22.1pp | 35.67%-28.3pp |
| Employer contribution / active EE | $3,119 | $2,370+31.6% | $3,025+3.1% | $2,757+13.1% |
| Participant deferral / active EE | $1,357 | $4,121-67.1% | $5,056-73.2% | $4,300-68.5% |
| Admin fee / account holder | $64,597 | $8,048+702.7% | $9,460+582.8% | $6,925+832.8% |